Filed September 23, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES, L Service code 37 · EIN 04-3516284 | Loan Processing | $295,530 |
THE WAGNER LAW GROUP1 year Service code 29 · EIN 04-3323315 | Legal | $61,376 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $12,271 |
MORNINGSTAR1 year Service code 26 · EIN 36-4317381 | Advisory (Participants) | $10,055 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,381 | $67,228+73.1% | $117,861-1.3% | $77,958+49.3% |
| Participation rate | 96.9% | 79.4%+17.5pp | 79.7%+17.2pp | 71.6%+25.3pp |
| Annual return | 15.94% | 19.13%-3.2pp | 335.11%-319.2pp | 20.87%-4.9pp |
| Employer contribution / active EE | $4,396 | $2,211+98.8% | $3,786+16.1% | $2,310+90.2% |
| Participant deferral / active EE | $7,358 | $3,653+101.4% | $4,482+64.2% | $3,537+108.0% |
| Admin fee / account holder | $73 | $76-4.2% | $8,021-99.1% | $97-25.4% |